Filed October 19, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,605 | $125,758-7.3% | $169,993-31.4% | $75,163+55.1% |
| Participation rate | 82.1% | 83.6%-1.4pp | 87.0%-4.9pp | 67.2%+15.0pp |
| Annual return | 13.67% | 27.20%-13.5pp | 53.37%-39.7pp | 160.62%-147.0pp |
| Employer contribution / active EE | $2,356 | $4,615-49.0% | $6,785-65.3% | $2,670-11.8% |
| Participant deferral / active EE | $4,700 | $6,837-31.3% | $10,408-54.8% | $4,125+13.9% |
| Admin fee / account holder | $25,160 | $8,173+207.8% | $12,815+96.3% | $5,651+345.2% |